Episode 104: [Q&A] Goal-setting & Financial Planning
In this Q&A episode, Serena discusses the importance of goal-setting and walks you through a special visualization exercise. She also talks about how to increase leads, shares strategies for attracting the type of clients you want, and dives...
Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort
In this BONUS case study episode, you'll hear all about an amazing BBA Alum, Misa Bacon, and her bookkeeping biz journey. If you've been unsure about joining BBA, I highly recommend tuning in!
In this episode you’ll hear:
- Misa’s...
Episode 98: Balancing Client Acquisition with Delivering on Promises
In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.
In this episode you’ll hear:
- Prioritize communication with current clients
- Schedule specific times for client...
Episode 97: From Public Accounting to Firm Owner with Stephen Crandall, CPA
We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject...
Episode 96: [Leadership] How Do You Want to Change the World?
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for you. Plus, how to set...
Episode 92: [Leadership] Successful CEO Strategies
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you be a successful CEO.
In this episode...
Episode 87: [Leadership] Your Brand is More than a Logo
Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore the importance of crafting & defining your mission, vision, and values, while offering...
Episode 81: My Biggest Mistakes in Business
In this solo episode, I’m sharing a couple of my biggest mistakes in business and how I’ve handled them. And if you’re curious about offering higher level services (CFO/advisory) to clients, you’ll definitely want to listen...
Episode 80: BBA Alumni Panel: Bahiya & Penny
In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the...
Episode 78: Core Values to Run Your Business On
This week on the podcast I have my right hand gal & resident leadership coach, Meriah. We talk all about core values, mission, and vision for your business as a way to build the culture (and business) you want to have.
Even if you don’t...
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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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